+36.0%
RKLB vs SRE
-11.2%
+47.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.2% |
| 7D | +15.9% | +1.8% | +14.2% | +15.4% |
| 30D | +4.0% | -3.0% | +7.0% | +5.2% |
| 3M | -23.2% | -7.3% | -15.9% | -21.1% |
| 6M | -50.4% | -11.9% | -38.6% | -48.2% |
| YTD | -11.8% | -7.9% | -3.9% | -10.9% |
| 1Y | +36.0% | -11.1% | +47.1% | +39.5% |
| All | +36.0% | -11.2% | +47.1% | +39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SRE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling